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iShares S&P MidCap 400 Value Index shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 110k 124.96
2024-09-30 $14M 111k 123.62
2024-06-30 $13M 110k 113.46
2024-03-31 $13M 109k 118.29
2023-12-31 $11M 100k 114.04
2023-09-30 $11M 104k 100.93
2023-06-30 $11M 103k 107.13
2023-03-31 $11M 103k 102.77
2022-12-31 $11M 106k 100.80
2022-09-30 $9.4M 105k 90.00
2022-06-30 $9.5M 101k 94.41
2022-03-31 $11M 100k 109.64
2021-12-31 $11M 100k 110.68
2021-09-30 $10M 98k 103.04
2021-03-31 $13M 130k 101.93
2020-09-30 $7.5M 56k 134.86
2020-06-30 $7.2M 54k 132.94
2020-03-31 $6.5M 59k 109.73
2019-12-31 $13M 78k 170.72
2019-09-30 $13M 79k 159.89
2019-06-30 $12M 75k 159.47
2019-03-31 $12M 75k 156.97
2018-12-31 $9.9M 72k 138.34
2018-09-30 $5.5M 33k 167.34
2018-06-30 $5.1M 31k 162.02
2018-03-31 $4.5M 29k 154.49
2017-12-31 $3.2M 20k 160.07
2017-09-30 $2.8M 18k 152.72
2017-06-30 $2.7M 18k 148.52
2017-03-31 $2.7M 18k 148.43

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)

View all positions for Steward Partners Investment Advisory

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Northern Trust
Financial Engines Advisors L.L.C
Raymond James & Associates
LPL Financial

View all funds holding iShares S&P MidCap 400 Value Index